✔  Available on Grow and Scale subscriptions 1

SharePoint is a web-based document management and storage system that enables you to share files and resources.

Within Teamwork.com, you can add files to your projects from your SharePoint account.

Note: The SharePoint integration must first be enabled at site and project level.

Linking files from SharePoint

Once the integration has been enabled, go to the Files area of the project.

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Click the File Integrations button in the top right and select SharePoint from the dropdown menu. 

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If SharePoint is the only file integration currently enabled, it will appear instead of the File Integrations button.

In the SharePoint modal, you will see any files and folders within the root folder set for the project.

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Select the file(s) you want to link in to your project, using the checkboxes to the left of the file names.

When you click Link-in Selected Files, you can set:

  • Basics - choose a file category
  • Privacy - who can see the files
  • Access - set SharePoint access rights
    • Everyone in this project can view the document(s)
    • Everyone in this project can edit the document(s)
    • Manage the access rights from within SharePoint

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Once you link in the file(s) to your project, you will see SharePoint denoted below the file name.

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Hover over the file to reveal the additional options.

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Options in the SharePoint files modal

Within the SharePoint modal for linking files, you can:

  • Search for files in SharePoint
  • Upload files directly to SharePoint
  • Create new folders in SharePoint
  • Duplicate the selected file(s)
  • Select all/none
  • Delete selected file(s)
    • Note: Using the delete option in the SharePoint modal will delete the original file from SharePoint.
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Attaching SharePoint files to project items

You can also attach files from SharePoint to project items such as tasks, comments, and messages.

To upload a new SharePoint file, click the paperclip icon on the project item and select the SharePoint option. For tasks, go to the Files tab of the task form when adding or editing a task.

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To attach a SharePoint file that is already linked in to the project, use the Select from Existing Files option.

Allowing external access to SharePoint files

Depending on the access permissions you have set up, some users on your project may not be able to access linked SharePoint files.

To allow non-SharePoint users (or users not currently logged into their Office 365 account) to be able to access these files within Teamwork.com, you would need to enable external file sharing in SharePoint.

Alternatively, if you do not want to enable external links, you can select the I'll manage the access rights from within SharePoint option when linking in specific files to the project.

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1. Also available on legacy subscriptions: Premium, Enterprise.